27647fcb38
task-3284514
+ update of access pos settings + + update menu button + cash register
Task-3256407
closes #4212
closes odoo/documentation#4242
X-original-commit: f851ea0e0a
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Co-authored-by: Jonathan Castillo <jcs@odoo.com>
Co-authored-by: Loredana Perazzo <lrpz@odoo.com>
93 lines
3.7 KiB
ReStructuredText
93 lines
3.7 KiB
ReStructuredText
====
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Tips
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====
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Tipping is customary in multiple countries. Point of Sale allows tipping in :ref:`shops <pos/sell>`,
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:doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`.
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.. _configuration:
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Configuration
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=============
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To allow tipping in your POS, activate the :guilabel:`Tips` feature in :menuselection:`Point of Sale
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--> Configuration --> Settings`. At the top of the page, select the POS in which you wish to allow
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**tipping**, scroll down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once
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enabled, add a :guilabel:`Tip Product` in the corresponding field, and save. The designated product
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will be used as a reference on customers' receipts.
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.. image:: tips/tips-setup.png
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:alt: enable tips in a POS
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.. _tip-product:
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Tip products
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------------
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**Tip products** can be created on the spot. To do so, enter a product's name in the :ref:`Tip
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Product <configuration>` field and click :guilabel:`Create` or press **enter**. The product is
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automatically configured to be used as a tip at the payment screen.
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However, if you wish to be able to select the tip product in a POS session, you must activate the
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**Available in POS** setting. To do so, click :guilabel:`Create and edit...` to open the product
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configuration form. Then, go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS`
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checkbox, and click :guilabel:`Save & Close`.
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.. note::
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- When you create a product to use as a tip, leave the **product type** as :guilabel:`Consumable`
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to avoid unnecessary inventory movements.
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- You can only select one tip product per POS, but you can choose a different one for each.
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Tip using an Adyen terminal
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---------------------------
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If you use an :doc:`Adyen <../payment_methods/terminals/adyen>` payment terminal and wish to enable
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**tips** using the terminal, check :guilabel:`Add tip through payment terminal (Adyen)` below the
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:ref:`tip settings <configuration>`.
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Tip after payment
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-----------------
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If you use a POS system in a bar or a restaurant, you can enable :guilabel:`Add tip after payment
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(North America specific)`. Doing so generates a bill to print and complete manually by the customer
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and the waiter. That bill indicates the tip value the customer chooses to give after the payment.
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.. important::
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To use this feature, the selected payment method must have a bank journal attributed.
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Add tips
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========
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To add tips to an order, :ref:`access the payment screen <pos/sell>` and click :guilabel:`♥ Tip`.
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Then, enter the tipping amount, click :guilabel:`Confirm` to validate, and process the payment.
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.. image:: tips/add-tip.png
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:alt: tip popup window
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Alternatively, you can select the :ref:`tip product <tip-product>` on the POS interface to add it to
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the cart. When selected, the product is automatically set as a tip, and its default value equals its
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**Sales Price**.
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Tip using an Adyen terminal
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---------------------------
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During checkout, select **Adyen** as the payment terminal, and send the payment request to the
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device by clicking :guilabel:`Send`. The customers are asked to enter the desired tipping amount on
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the terminal's screen before proceeding to the payment.
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Tip after payment
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-----------------
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At checkout, select a card payment method and click :guilabel:`Close Tab`. Doing so generates a bill
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to complete by the customer.
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.. image:: tips/tipping-bill.png
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:alt: tipping bill after payment to complete by customers
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On the following screen, click the percentage (:guilabel:`15%`, :guilabel:`20%`, :guilabel:`25%`),
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:guilabel:`No Tip`, or enter the tipping amount the customer chose to give. Then, click
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:guilabel:`Settle` to move to the following order.
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.. image:: tips/tip-after-payment.png
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:alt: screen to select a tip amount to collect after payment
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